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Concurrent Investment Advisors, LLC: PAYX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on PAYX, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 24,130 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,130 shares
    Change vs previous 13F -1,386 shares

    0.02% of the 13F portfolio, value $2,372,776.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,516 shares
    Change vs previous 13F -1,439 shares

    0.03% of the 13F portfolio, value $2,350,541.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,955 shares
    Change vs previous 13F +2,003 shares

    0.03% of the 13F portfolio, value $3,023,851.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,952 shares
    Change vs previous 13F -435 shares

    0.05% of the 13F portfolio, value $3,162,893.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,387 shares
    Change vs previous 13F +2,797 shares

    0.07% of the 13F portfolio, value $3,692,828.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,590 shares
    Change vs previous 13F +3,370 shares

    0.08% of the 13F portfolio, value $3,485,261.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,220 shares
    Change vs previous 13F -8,169 shares

    0.07% of the 13F portfolio, value $2,695,067.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,389 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,675,321.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).